Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Dec 3: Trump/Xi bring cheer/ SQE up-date/ TOY's rebirth/ Mitsui Chemicals/ China, automation names/Akebono Brake - Nikkei +1.00%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥22,574.76 (+¥223.70 / +1.00%); Topix ¥1,689.05 (+¥21.60 / +1.30%); ¥/$113.49
Tags: Apple (AAPL US), Toyota (7203 JT), Murata (6981 JT), Sony (6758 JT), Hitachi (6501 JT), Square Enix (9684 JT), Capcom (9697 JT), mixi (2121 JT), Mitsui Chemicals (4183 JT), ARRK Corporation (7873 JT), Teijin (3401 JT), Formosa Plastics Corp (1301 TT), Mitsubishi Chemical Holdings (4188 JT), Fanuc (6954 JT), Daikin (6367 JT), Shiseido (4911 JT), Daifuku (6383 JT), SMC (6273 JT), Yaskawa (6506 JT), THK (6481 JT), Akebono Brake (7238 JT)
Main Points at a Glance
• Trump / Xi cheer markets
• Update on Square Enix
• Sony to keep mobile for another three years?
• Toyota organises rebirth
• Mitsui Chemicals and its low valuations
• China stocks and automation recover
• Akebono Brake approaching margin date
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries. 

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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